Family Trust Review

The robustness of Family Trusts is under ongoing scrutiny as a result of the Law Commission review on the law of Trusts.

Our Trust Review service examines the set up of your trust, identifies any administration gaps, and ensures your Trust is compliant with legislation and that Trustees are meeting their obligations.

When should I do a Family Trust Review?

If the structure and general administration of your Trust has not been reviewed in the last year or more, we highly recommend this service to ensure it is still compliant and fit for purpose.

What’s involved:

We provide this service to ensure your existing Trust reflects your current intentions, using the simplest structure possible, and ensure it meets statutory requirements.

It’s about maximising benefits you may be entitled to and protecting your assets from relationship property, family and creditor claims, while preserving value for future generations.

Benefits of a Family Trust Review:

• Gain an increased understanding of how your Trust operates

• Identify potential tax savings

• Highlight any areas of risk/concern

• Ensure optimal tax structuring and asset protection for future major transactions

• Ensures your Trust is compliant with legislation and statutory requirements

• Develop peace of mind that your Trust is working for the needs of the beneficiaries